NYSE$STUB

StubHub Holdings, Inc · Q3 2025 earnings

Q3 2025 earnings ·

Briefing

StubHub reported Q3 2025 revenue of $468.1M with a net loss of $1.29B following its IPO-related stock compensation.

Revenue was $468.1 million versus $433.8 million a year ago. The company reported a net loss of $1.29 billion, reflecting $1.4 billion of stock-based compensation tied to the IPO and RSU settlements. Excluding those items, operating trends reflected ticket marketplace volume and post-IPO capital structure changes.

  • Q3 revenue $468.1M (+8% YoY).
  • GAAP net loss $1.29B driven by IPO-related stock comp.
  • Marketplace model with buyer/seller transaction fees.
  • Liquidity and tax withholding on RSU net settlements impacted cash.

Headline financials

Total Revenue

$468M

No prior period
EPS

-$4.27

No prior period
Capital Expenditures

-$1.17M

No prior period
Free Cash Flow

-$1.3B

No prior period
Net Income

-$1.29B

No prior period
Operating Income

-$1.37B

No prior period
Gross Profit

-$101M

No prior period
Cash & Equivalents

$1.39B

No prior period
Total Assets

$5.6B

No prior period

Revenue & EPS history

StubHub Holdings, Inc · Revenue · Quarterly

$468M

Q3 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

Post-IPO focus on marketplace growth, international expansion, and normalized stock comp.

Tailwinds

  • Revenue growth vs prior year.
  • Leading secondary ticket marketplace brand.

Headwinds

  • IPO-related stock compensation distorts GAAP earnings.
  • Event cancellation refund exposure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 2 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-10.2%

Avg return

Earnings day

-12.2%

Avg return

5 days after

-2.0%

Avg return

30 days after

33%

1 / 3 earnings

Positive

+2.9%

Q1 2026

Best reaction

-21.0%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%+27.5%+56.4%
Q4 2025-12.4%-22.0%-36.7%
Q3 2025-21.0%-42.1%-25.9%

Discussion

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